Our dedicated team will help you with operational support, real estate needs, staffing, payroll, and employee benefits. We will also assist your growth with high net-worth case design, business development, coaching, succession, and acquisition sourcing.
Our passion is to provide superior practice management support and operational strategies to advisors in the fast changing wealth management space. We are committed to delivering a service standard that that is the finest in the industry. The support of the advisor is the centerpiece of everything that we do. Our focus is to build long lasting relationships with the partners we serve.
What We Do
We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with operations, marketing, sales strategy, case design, compliance, real estate as well as staff payroll and employee benefits.
Who We Are
We are an independent wealth management firm doing business in all fifty states. Our main office is in Columbus, Ohio where our roots go back to 1870. Today we serve over 100,000 customers through 21 branch offices. Our duty is to care for our clients through our network of independent advisors without bias to product, platform or any other conflict.
We help advisors develop wealth protection strategies for individuals and businesses. This is an often overlooked area that can make a dynamic impact on your clients. We have a vast amount of experience in understanding these underserved markets that can help you provide value in ways you may not be realizing currently.
Linda has been with the firm since March of 1993. She assists both Scott and other registered representatives in the firm with handling day-to-day activities. Linda additionally provides product support to the reps, along with customer service support to existing and prospective clients. She also manages the brokerage side through the firm. Linda graduated from Bradford Schools with an Associates Degree in Office Administration and has an Associates Degree in Secondary Education through the University of Phoenix.
Linda and her husband Mark have two boys, Dylan and Coy. The family resides in Delaware, Ohio. When she is not supporting her husband in his coaching responsibilities, watching and cheering on Dylan in golf and wrestling, and Coy in basketball and baseball, she tries to relax and enjoy the quiet time, when possible. Linda is a member of the WOTM Chapter 434 and PTO of Schultz Elementary School. She loves to travel, spend time with friends, and go boating with her family.
Kari began her career with John Hancock in May 1981 in Houston, TX. She transferred to the Columbus agency in October of 1985. Over the course of her tenure with this agency, now known as Signature Financial Group, LLC...she has witnessed an incredible amount of changes...but her "always try to be kind and flexible" attitude has been her constant and she has managed to "roll with the changes".
Kari and her husband, Britt have two grown children, Kelly (Elliott) and Craig, and one granddaughter, Kaya. In her spare time she enjoys camping, hiking, cruise vacations, crocheting, and spending time with the family.
Kelly worked part-time through college at Signature Financial Group, and joined the firm full-time in 2008. She is responsible for new life business processing, provides representatives and customers service support, and helps with IT issues for the firm. Kelly graduated from The Ohio State University with a Bachelor of Arts in 2007, and is a TBDBITL Alumna. She lives in Westerville, Ohio with her husband Elliott, new baby Kaya, and their three dogs. When there is spare time, Kelly also loves to craft, bake, read, and enjoy the outdoors.